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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $569,615 | $154,228+269.3% | $145,433+291.7% | $137,256+315.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.10% | 74.59%-64.5pp | 66.58%-56.5pp | 220.34%-210.2pp |
| Employer contribution / active EE | $12,416 | $4,804+158.5% | $4,554+172.6% | $4,156+198.7% |
| Participant deferral / active EE | $5,392 | $8,216-34.4% | $7,897-31.7% | $6,407-15.8% |
| Admin fee / account holder | $129,601 | $14,344+803.5% | $13,129+887.1% | $12,270+956.2% |